CPA Practice

JUNE 11, 2025

Jason Bramwell Outsourced accounting and artificial intelligence bookkeeping software provider Integra Global Solutions this week launched its AI Answering Services, an always-on receptionist solution tailored exclusively for accounting firms. Thanks for reading CPA Practice Advisor! Starts at just $28/month. and the United Kingdom.

accounting firms

CPA Practice

JULY 28, 2025

Thanks for reading CPA Practice Advisor! OBannon CAS June 30, 2025  Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence The Sales Tax Sisters and Roundtable Labs partner to launch a supportive, educational space for accounting professionals struggling with sales tax.

Sales

CPA Practice

JULY 16, 2025

5000 fastest-growing firms list for three consecutive years, SAOS offers a flexible outsourced accounting model tailored to a business’s needs and financial requirements, including full or part-time bookkeeper, accountant, controller, or CFO. Thanks for reading CPA Practice Advisor! Founded in 2012 and recognized on the Inc.

Technology

Accounting Today

JUNE 11, 2025

Elliott Davis, a licensed CPA firm, will continue to provide attest services. Flexpoint had evaluated other CPA firm platforms but with Elliott Davis it was love at first sight. Elliott Davis is based in Greenville, South Carolina, with over 800 employees, 60 partners and eight offices.

Technology

Accounting Today

JUNE 13, 2025

Currently, the most common use cases for AI include: delivering faster and more responsive client services (33%), enhancing accuracy by reducing bookkeeping and accounting errors (33%), and streamlining workflows through the automation of routine tasks (32%).

Technology

Accounting Today

JUNE 16, 2025

This current business environment — exacerbated by economic uncertainty, fee pressures and the ongoing CPA talent shortage — is exposing the growing cracks in the traditional accounting model. They expect strategic insights, thoughtful planning and a reliable partnership year-round.

Technology

Accounting Today

JULY 23, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak seasons. Giving back time to CPAs, bookkeepers and clients alike should be the goal.

Technology

Accounting Today

JULY 9, 2025

Its team of attorneys, CPAs, and enrolled agents represents clients in disputes with the IRS and state agencies. It also offers bookkeeping services, audit defense and resolution, and other business services. "We

Account

Nancy McClelland, LLC

MARCH 7, 2025

If youre deep in the trenches of tax filings, bookkeeping clean-ups, and client questions that couldve-been-Google-searches, you know the struggle is real. In my webinars on 1099 best practices , I illustrate that an hour during tax season is about 4 or 5 times as precious as one during the rest of the year.

Technology

CPA Practice

JULY 9, 2025

Its team of attorneys, CPAs, and enrolled agents have extensive experience in representing clients in disputes with the IRS and state agencies. It also offers bookkeeping services, audit defense and resolution, and additional business services. “We Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC.

Technology

Accounting Today

JUNE 27, 2025

Ledgre announces 'Ledgy' tax assistant for rental property owners andia-faith/andiafaith - stock.adobe.com Ledgre , an AI-driven accounting platform built for landlords and real estate investors, announced the rollout of Ledgy, a new AI tax assistant that supports the tax and bookkeeping experience for rental property owners.

Technology

Insightful Accountant

JUNE 12, 2025

Deliver clarity that powers CFO/CPA strategies and drives confident owner decisions. The Insightful Accountant Top ProAdvisor awards underscore our QuickBooks expertise and our commitment to trusted, innovative bookkeeping with a future-forward focus on technology and advancements within our field. Our mission?

Wyoming

Accounting Today

JULY 29, 2025

Additionally, document generation systems drastically reduce the time spent on creating critical documents by automating tasks such as bookkeeping entries, preparing 10-K SEC filings, annual and quarterly reports, analyst and investor presentations, and various tax filings. GAAP or IFRS. By Michael Cohn July 28 Like what you see?

accounting and finance

Accounting Today

JULY 11, 2025

The Abacus platform, which just went through its first tax season, automates data collection by pulling from client documents, past returns and standard forms—without a 7216 consent form required—and classifies, reconciles and pushes data directly into CPA workflows for review and filing.

Technology

Accounting Today

AUGUST 5, 2025

AWG Wine Advisors offers accounting, bookkeeping, tax planning and preparation services, focusing on the winery industry. Gail Rosen joins RRBB Gail Rosen CPA PC has joined RRBB, a Regional Leader firm based in Somerset, New Jersey, as of July 28, 2025.

New Jersey

CPA Practice

JUNE 27, 2025

OBannon The CPA Practice Advisor Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration. Thanks for reading CPA Practice Advisor!

Technology

Accounting Today

JUNE 6, 2025

The professional and business services sector lost 18,000 jobs in May, but added 3,100 in accounting, tax preparation, bookkeeping and payroll services. Average hourly earnings increased 15 cents, or 0.4%, to $36.24 Over the past 12 months, average hourly earnings have grown 3.9%.

Account

Accounting Today

JULY 3, 2025

The gains include 200 jobs in accounting, tax preparation, bookkeeping and payroll services. Bureau of Labor Statistics reported Thursday, beating expectations, while the unemployment rate dipped one-tenth of a percentage point to 4.1%. State government employment increased by 47,000, mostly in the education sector, which added 40,000 jobs.

Account

CPA Practice

MAY 23, 2024

This webinar will be held on Tuesday, June 11, 2024 Sponsor: Canopy Software Duration: 1 Hour Register Now CPE Course Description: This course offers a roadmap for starting and continuing to grow your own accounting or bookkeeping firm, with a focus on scalability and efficiency from the outset.

bookkeeping

Snyder

NOVEMBER 1, 2022

Accounting software is the primary operational tool for bookkeepers and accountants. What kind of bookkeeping do your clients usually require? Developers are working hard to make the life of accountants and bookkeepers easier. Best Accounting Software for Bookkeepers. For bookkeeping, this creates a transaction maze.

accounting software

Nancy McClelland, LLC

FEBRUARY 9, 2024

I’m especially indebted to NATP because when I first started doing taxes, I wasn’t a CPA yet — and spoiler alert: they don’t really teach you that much about tax preparation when studying for your CPA exams; in fact, three-quarters of the test aren’t related to taxes at all. 21, 2:00 p.m.

tax preparation

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). We’ll show you how you can file a return with ease.

bookkeeping

CPA Practice

JANUARY 18, 2024

New Year: New Goals -> Hire a Bookkeeper! Repurpose content you’ve shared previously, such as webinar playbacks (especially if they are monetized), downloadable pieces, checklist, tip sheets, and more. New Year: New Tax Brackets (post the bracket updates and why they are relevant for readers) d. QuickBooks a Mess?

CPA

Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

bookkeeping

Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

bookkeeping

Analytix Finance & Accounting

JULY 18, 2023

CPA firms play a critical role in today’s complex financial landscape. However, operating a successful CPA firm comes with its fair share of challenges. From constantly changing regulatory requirements to fierce competition, CPA firms often face obstacles that can hinder their growth and profitability.

cpa firm

Going Concern

NOVEMBER 20, 2023

Liz is a go-to person if you need a guest writer or a webinar/podcast contributor to talk shop. Then, she switches gears and dives into the fast-paced world of Going Concern, where she can put her marketing and content background to good use with what’s happening in the accounting world. Best of both worlds.

Account

CPA Practice

SEPTEMBER 11, 2024

In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. Watch the Presentation Panelists: Gail Perry, Editor, CPA Practice Advisor Gail is the editor-in-chief of CPA Practice Advisor.

Indiana

CPA Practice

DECEMBER 19, 2023

AI-powered tools for finance and accounting organizations have been around for years, helping to automate data entry and bookkeeping, invoice processing, budgeting, and many other processes. Start with the fundamentals You didn’t become an accountant or CPA overnight. But generative AI is different. Here are four ways to do it: 1.

accounting and finance

Analytix Finance & Accounting

DECEMBER 30, 2024

As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. CPA firms grappling with staff shortages may find these challenges even more daunting. The good news is CPA firms can prepare for a smooth tax season.

cpa firm

Ryan Lazanis

MAY 17, 2022

10 Partner on Webinars. #11 This keyword brings up a first search result from Bench, an online bookkeeping business: And then when I click on the link, I get brought to their article , where the blog post will look something like this: Circled in red above is a Call-to-Action (CTA) asking the reader to take some kind of action.

Account

CPA Practice

APRIL 29, 2024

Two thirds (67%) say existing tax clients and 45% say traditional bookkeeping and accounting clients have been their best conversion targets. Summit CPA, a division of Anders CPAs + Advisors, is a good example. Even better – get them involved by teaming up for co-marketing opportunities like events, articles or webinars.

Education

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. The publication and online technology resource was founded in 1991 as The CPA Software News , and has evolved technologically along with the profession. In 2004, under the editorial leadership of Gregory L.

Technology

Snyder

NOVEMBER 17, 2022

Accountants, bookkeepers, and CPA’s. First and foremost, accountancy blogs are read by accountants, bookkeepers , and CPAs (Certified Public Accountants). With podcasts, webinars, and many other resources, you can educate yourself on various topics from taxes to practice management. Synder Blog.

Account

CPA Practice

AUGUST 14, 2024

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.

Technology

CPA Practice

JULY 13, 2023

Examples Bookkeeping Is Like Golf One of my clients was traveling to a PGA tournament in California and would be near the course. While in her golf cart, she could discuss how golf is like bookkeeping. There are sand traps, water hazards, wind, and unpredictable elements, just like a company’s bookkeeping process.

accounting firms

CPA Practice

MAY 10, 2023

Accountants can earn CPE credits for live attendance of Patriot Software webinars, which are free to attend. CPAs looking for opportunities to maintain their professional competence can participate in a free Patriot Software webinar and receive one CPE credit per 50-minute session. Interested participants can register here.

payroll